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Glass Substrate Makers Outline Production Timeline: SKC for AMD in H2 2026, Samsung Electro-Mechanics for Apple, Broadcom in H2 2027

GateNews
Stocks
According to BlockBeats citing analyst Serenity on June 7, glass substrate suppliers outlined their production timelines. SKC's Absolics subsidiary aims to begin mass production in the second half of 2026, partnering with Applied Materials, with AMD as the primary customer. Samsung Electro-Mechanics targets H2 2027 production in collaboration with Sumitomo Chemical, serving Apple, Broadcom, and major cloud providers. Serenity expressed uncertainty regarding Intel's 2030 production target and reaffirmed that TSMC's CoPoS technology requires 2 to 3 additional years, validation based on recent comments from TSMC's chairman.
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